FERC Debates Data Centers, the Grid, and Power Generation
In a very short period of time, data centers and artificial intelligence (AI) appeared on the radar as very large potential customers for natural gas due to their need for power. Out of the blue, we began to read about drillers and pipeline companies talking with potential data center customers about flowing Marcellus/Utica molecules to their operations so they can generate their own electricity (for example, see TC Energy in Advanced Talks to Build Pipes Direct to Data Centers). But wait a minute. Not so fast. Although data centers may *want* to generate their own power, or sometimes pay a vendor to do it for them, the Federal Energy Regulatory Commission (FERC) will have something to say about these facilities and how they connect to the existing power grid. Read More “FERC Debates Data Centers, the Grid, and Power Generation”
Wow! What a night!! We’re so proud of Pennsylvania regarding the election. Of course, the big story of the night was PA going for Trump. But there’s much more to the PA story. Once again, Republicans have taken a majority in the State Senate. The PA House looks to us like it’s dead even right now and will take another day or two to tabulate the outstanding votes and perhaps to recount several races. There’s a decent chance Republicans will claim a PA House majority. Conservative Republicans swept the statewide offices. In the Attorney General race, Dave Sunday beat Eugene DePasquale (a real putz) in an open contest. For Auditor General, Tim DeFoor beat Malcolm Kenyatta, keeping his seat. And for State Treasurer, Stacy Garrity bested Erin McClelland to keep her seat. Best of all, although it’s still too close to call, it appears (to us) that Dave McCormick will unseat Biden-voting, swamp-dwelling Bob Casey in the U.S. Senate. Hooray! 
CNX Resources filed a request with the Pennsylvania Dept. of Environmental Protection (DEP) in April 2023 to build two pipelines—two for natural gas—along a 13.9-mile route in Bell, Loyalhanna, and Salem Townships in Westmoreland County. An additional 4-mile pipeline would be built for water. Called the Slickville Trunkline Project, the DEP originally told CNX its application was “incomplete.” The DEP later told CNX (in March of this year) the agency considered the application “withdrawn” because it hadn’t received any more information (see 
Williams’ Transco Regional Energy Access Expansion (REAE) project expands the mighty Transco pipeline in Pennsylvania and New Jersey to deliver an extra 829 MMcf/d of Marcellus gas to Pennsylvania, New Jersey, and Maryland. About 450,000 MMcf/d of the total capacity went online in late 2023 along Transco’s Leidy Line in Pennsylvania. Another 160 MMcf/d went online in PA and NJ in early July. On July 26, FERC granted Williams’s request to bring online the final 219 MMcf/d ahead of schedule (see 
Look for the steady flow of people moving out of Massachusetts to become a stampede. The state is floating new legislation that will outlaw the use of natural gas as energy. The first step is to block any new customers from connecting to gas. The next step is to forbid repairing gas infrastructure, forcing broken pipes to be replaced with alternatives like electricity or geothermal. Eventually, the liberal crazies running the state want to turn off all natural gas. We call it the clinical definition of insanity. Get out while you still can! 
The great folks at Steel Nation, headquartered in Canonsburg, PA, have built over 2,200 compressor stations and other structures for the oil and gas industry in the Marcellus/Utica (and beyond) over the past 17 years. Yesterday, Steel Nation announced it has launched a new division to build electric microgrids for companies looking to create their own on-site power plants to ensure their operations run efficiently 24/7/365. The new division, Steel Nation Microgrids, will work on projects from small 20 MW microgrid centers up to large hyperscale data centers that can require over a gigawatt of reliable on-site electricity to run AI facilities. This is exciting stuff! 
Yesterday, the House Energy and Commerce Committee issued a report exposing the Biden administration’s massive green group giveaway (copy of the report below). The EPA received $41 billion from the misnamed Inflation Reduction Act (IRA), legislation made possible by Joe Manchin’s vote and signed into law by President Joe Biden in 2022 (see 
If you want the shale miracle to continue, if you want reliable energy supplies, and if you don’t want rolling, periodic blackouts, there is a clear choice of whom to vote for today. We’ve heard all the arguments against Donald Trump (and Kamala Harris). But honestly, there is only one candidate who supports real energy security for our country: Donald J. Trump. We’re not voting for a best friend. We’re not voting for a pastor. We’re not voting based on someone’s (bad) manners and (over)use of social media. We’re voting for a LEADER, for a President, for someone who will stand up for America (first, last, and always) and someone who truly, in his bones, supports the oil and gas industry. Today is the day. You MUST go out and vote if you haven’t already (we voted on the first day of early voting here in New York State). PLEASE make it a priority to vote. Don’t let anything keep you from the ballot box. Cast your ballot not for a friend or buddy but for the person who will proudly lead this great country over the next four years. 
Two weeks ago, Pennsylvania lost another rig, going from 13 rigs down to 12 rigs, the lowest that state has operated in the last 17 years (see 
In September, the Board of Supervisors for Cecil Township in Washington County, PA, caved to pressure from radical leftists and, by a vote of 3-2, instructed the town’s solicitor to prepare a new zoning ordinance that increases setbacks from “protected structures” from 500 feet to 2,500 feet (half a mile), and add a setback of 5,000 feet from schools and hospitals (almost a full mile, see 
DT Midstream (DTM), headquartered in Detroit, owns major assets in the Marcellus/Utica region and other regions like the Haynesville. DTM issued its third quarter 2024 update last week. Of high interest to us was the announcement that DTM is upsizing a previously announced project to connect its Stonewall Gathering System to Equitrans Midstream’s (now EQT) Mountain Valley Pipeline in West Virginia, giving DTM customers the ability to reach Mid-Atlantic markets with their molecules. 
In May 2023, two radicalized Big Green groups—the Environmental Integrity Project (based in D.C.) and the Clean Air Council (based in Philadelphia)—filed a lawsuit against the Shell Polymers Monaca Plant (ethane cracker plant in Beaver County, PA), claiming the plant has repeatedly violated federal air pollution limits (see